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Socket

Client engagement software for accountants and bookkeepers, covering proposals and more.

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Socket is a client engagement system for accountants and bookkeepers that covers the journey from prospect to profit: proposals, engagement letters, onboarding, billing and price monitoring. It addresses scope creep, manual handoffs between stages, and fees that fall behind cost or value as clients evolve.

Core modules included in all plans are Pricing, Proposals, Engagement Letters, Workflow Automation, Billing and Price Monitoring. Proposals can be drafted with AI from a call transcript or meeting notes, and engagement letters can be signed in the same approval flow. Workflow Automation connects to Xero and QuickBooks, with Zapier and webhooks for custom triggers; billing posts invoices to Xero or QBO and captures direct debits via Adfin or GoCardless. Optional add-on modules include Leads, Forms, TaxScout, Socket Engage and Pro Features.

Plans are tiered by active client count (Starter, Standard, Premium, Enterprise) with unlimited users, and are billed monthly or annually. Add-ons are available on any tier at additional cost. A 14-day free trial is offered without a card.

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